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<h1>Using a subset report as a dataset</h1>
<p>If you move objects from the body of a document to the Dataset Objects 
 panel, or if you use a view filter or create a derived metric, you have 
 created a subset report. The report before you made these kinds of modifications 
 is referred to as the base report.</p>
<p>Base and subset reports can be summarized as follows:</p>
<ul type="disc" class="whs1">
	
<li class=p><p><span style="font-weight: bold;"><B>Base report</B></span>: 
 The original report before you make any kind of modifications to it. </p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Subset report</B></span>: 
 A modified version of a base report. These modifications include the following:</p></li>
	<ul type="square" class="whs2">
		
<li class=p><p>Moving objects from the grid of a report to the 
 Report Objects.</p></li>
		
<li class=p><p>The view filter on the report is ignored when the 
 report is used in the document. </p></li>
		
<li class=p><p>Derived metrics in the report are not displayed 
 in the Dataset Objects panel and cannot be used in the document. </p></li>
		
<li class=p><p>All objects in the base report, including objects 
 on the grid or moved from the grid to Report Objects are displayed in 
 the Dataset Objects panel, available for use in the document. </p></li>
	</ul>
</ul>
<p>If you use a subset report as a dataset report, all of the information 
 on the base report is available in the document. All the objects from 
 the report, whether they are displayed on the grid or are only available 
 on the Report Objects panel, are displayed in the Dataset Objects panel. 
 The view filter is ignored, so the data from the base report is used in 
 the document. </p>
<p class="whs3"><span style="font-weight: bold;"><B>Note</B></span>: 
 You can create view filters in a Grid/Graph that are local to the document. 
 This means that the view filters do not affect the report results, only 
 the Grid/Graph displayed on the document. For more information, see 
<a 
 HREF="Creating_view_filters_on_Grid_Graphs.htm">Creating view filters 
 on Grid/Graphs in documents</a>. </p>
<p>However, when you create a Grid/Graph control from a subset report, 
 the subset report can be used. To do this, select the section to add the 
 report to, right-click the dataset name in Dataset Objects, and select 
 <span style="font-weight: bold;"><B>Add to Section with Formatting</B></span>. 
 This places all of the objects from the subset report on the grid and 
 copies the formatting of the dataset report. The view filter of the report 
 is still ignored. This action copies the subset report; it does not link 
 to it. This means that any changes you make to the subset report will 
 not be propagated to the grid in the document. </p>
<p><span style="font-weight: bold;"><B>Note</B></span>: You can link a Grid/Graph 
 to its dataset report, by adding the Grid/Graph as a shortcut. For details 
 and instructions, see 
<a HREF="Link_GG_as_shortcuts.htm">Linking a Grid/Graph 
 to the source report: Shortcuts</a>.</p>
<p>For more information on subset reports, see 
<a HREF="Using_the_View_Filter.htm">View 
 filters</a> and 
<a HREF="Create_derived_metrics.htm">Derived metrics</a>.</p>
<h2>To use a subset report as a dataset for a Grid/Graph</h2>
<ol type="1" class="whs4">
	
<li class=p><p>Open a document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>.</p></li>
	
<li class=p><p>Select the section to add the report to.</p></li>
	
<li class=p><p>Right-click the dataset name in the Dataset Objects 
 panel and select <span style="font-weight: bold;"><B>Add to Section with 
 Formatting</B></span>. All the objects and formatting from the subset report, 
 excluding the view filter and derived metrics, are placed on the grid.</p></li>
</ol>
<p class="whs5"><span style="font-weight: bold;"><B>Note</B></span>: 
 This does not create a link to the subset report. This means that any 
 changes you make to the subset report are not carried over to the grid 
 in the document. </p>
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